The Meb Faber Show - Better Investing

The Idea Farm
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The Meb Faber Show - Better Investing

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.

  1. 1D AGO

    Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578

    Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humility and rationality. We also walk through some of the lessons learned from his investment mistakes, which he highlights in his annual letters. (0:00) Starts (0:48) Introducing Francois Rochon (5:15) Tech bubble lessons (10:13) Investment mistakes (18:01) The real expenses of stock-based compensation (25:01) Focus on company fundamentals in the long-run (34:40) Evaluating Berkshire Hathaway (41:43) Cryptocurrencies and value investing in art (53:12) Handling bear markets (56:42) Francois' most memorable investments ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

    1h 5m

  2. 5D AGO

    UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577

    Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’ In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and discusses the challenges of generational wealth transfer. Mark also introduces the concept of the three L’s—liquidity, longevity, and legacy—as a framework for effective portfolio management. (0:35) Introduction of Mark Haefele (2:30) The 5 D's: debt, deglobalization, digitization, decarbonization, and demographics (11:46) Lessons from past financial crises (15:18) Government intervention and the economy (16:05) The 3 L's: liquidity, longevity, and legacy (20:54) Behavioral finance and asset allocation (27:05) Challenges in multi-generational wealth preservation (36:20) Current global investment landscape (40:26) De-dollarization (46:05) Balancing personal beliefs with investment decisions (51:15) Mark's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

    56 min

  3. MAR 28

    Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes)

    Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world. In today’s episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he’s focused on: GP stakes, professional sports franchises and digital disruption. He also addresses how he mitigates risk and handles illiquidity with each theme. (0:00) Starts (1:42) Introduction of Christopher Zook (2:04) Investment quotes (5:12) CAZ Investments' focus (9:52) Private equity & GP stakes (27:51) Sports investments (39:47) Emerging themes in private equity and energy sector opportunities (45:39) Christopher's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

    53 min

  4. MAR 21

    Barry Ritholtz - Debunking Investment BULLSH$T! | #575

    Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,’ offers a blueprint to help you make better decisions and achieve financial success. In today’s episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers of panic selling, the allure of following investment gurus, and the value of meaningful experiences over material possessions. (0:00) Starts (1:34) Introduction of Barry Ritholtz (3:37) Barry's experience hosting Masters in Business (8:17) The danger of trusting experts (22:14) The importance of fiduciary advice (27:30) Mental accounting and regret minimization (33:36) Overconfidence, risk, and uncertainty (44:50) Navigating market crises (51:15) The future of Ritholtz Wealth Management (57:24) Barry's take on AI (1:03:27) Barry's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

    1h 19m

  5. MAR 14

    Buy Stock Where You Shop With Grifin | Aaron Froug | #574

    Today’s guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop. In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the future for the company. New users earn a $25 bonus by using the code INVEST. (0:00) Starts (0:34) Sponsor: YCharts (1:42) Introduction of Aaron Froug (3:24) Griffin app overview (7:00) Simplifying the investment process (11:33) User demographics (17:14) Shareholder perks (20:28) Grifin's origin story (24:38) Customer feedback and marketing strategies (29:00) Brand partnerships ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

    37 min

  6. MAR 7

    Jacqueline Faber: A Journey into Dark Academia | #573

    Today’s guest is Jacqueline Faber, the author of The Department … and Meb’s wife! In today’s special episode, Meb & Jacqueline discuss the book’s themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about how they approach the writing process, the art of getting noticed in a crowded market, and how to engage your audience with unreasonable hospitality. Be sure to get a copy of The Department today and leave a review! (0:00) Starts (1:05) Introducing Jacqueline Faber & "The Department" (11:17) Personal stories (16:46) Advice for authors (24:53) Marketing insights and business strategies (30:26) Dealing with feedback (34:05) Creative processes (43:33) Engaging listeners (44:52) Audiobook sample of "The Department" ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

    54 min

  7. MAR 4

    MEBISODE: Can We All Invest Like Yale?

    In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?” ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). ----- The information set forth herein is for informational purposes only and does not constitute financial, investment, tax or legal advice. Please see the appropriate professional advisor for advice specific to your situation. There is no guarantee that a particular investment strategy will be successful. Opinions expressed herein are subject to change at any time. Past performance does not guarantee future results. All investments are subject to risks, including the risk of loss of principal.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    28 min

  8. FEB 28

    Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572

    Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns. In today’s episode, Peter discusses how structural changes in macroeconomic drivers, geopolitics, government policy and social attitudes all combine to drive secular super cycles that help to explain investor returns. Then he focuses on what he calls the Post-Modern Cycle and how AI and de-carbonization may impact financial market returns and opportunities. Throughout the episode, Peter emphasizes the need for diversification in investment strategies to both manage risk and enhance returns. (0:00) Starts (1:02) Introduction of Peter Oppenheimer (2:22) The Four Phases of the Equity Cycle (10:17) Thoughts on The US Market Today (17:23) European Banks vs. US Tech Stocks (20:32) Diversification and Sector Dominance in Equity Markets (23:35) Long-term Structural Changes in Markets (34:23) Personal and National Influences on Investing (44:37) AI and Technological Investment Opportunities (51:46) Valuation Cycles: China and the US (58:02) Most Memorable Investment ----- For detailed show notes, click here ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial ----- Follow Meb on X, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

    1h 7m
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4.8
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.

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